Money Life With Chuck Jaffe Daily Podcast

Rob Williams, chief investment strategist at Sage Advisory Services, says that 2025 was a great year for the market, but that has the market priced to where investors should expect to capture earnings growth and interest income. "If earnings come in 10 to 15 percent and you get that but nothing else, that's still pretty good," Williams says. "If you get 4.5 to 5 percent on bonds — without much help from the Fed — that's not so bad either." It's about preparing for "less," rather than preparing for some sort of market nightmare, Williams says. In The NAVigator segment, Nick Robinson, deputy head of global emerging market equities at Aberdeen Investments, discusses how the artificial intelligence wave that has pushed domestic stock markets to record highs is readily apparent around the world — including in countries that are not necessarily synonymous with technology — and that the capital expenditure wave should continue to power emerging markets, especially if foreign companies can monetize the potential gain